The company aims to provide savings for families in need of financial security. They believe that they can provide a service that gives customers with good advice towards individual budgets. The company has developed patent-pending technology that provides end-to-end support, and quotes plans. The artificial intelligence advice tool can provide an assessment and a path forward for families and individuals. The tool is also free and is designed to offer customers a flat free approach, and unbiased advice. Cookies and tracking technologies are utilized by the company to improve the services they provide, and the information they collect is shared to relevant life insurance companies.
The company is listed with Northeastern US FinTech Companies, Greater Boston Area Financial Services Companies, Insurance Companies, and New England Financial Services Companies.
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Boston, Massachusetts, United States